RLJ Lodging Trust (NYSE:RLJ) Updates FY 2026 Earnings Guidance

RLJ Lodging Trust (NYSE:RLJ) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.370-1.500 for the period, compared to the consensus EPS estimate of 1.260. The company issued revenue guidance of -.

Analyst Ratings Changes

RLJ has been the subject of several research reports. Zacks Research lowered shares of RLJ Lodging Trust from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Wells Fargo & Company increased their price objective on RLJ Lodging Trust from $9.00 to $11.00 and gave the company an “underweight” rating in a research report on Thursday, July 23rd. Wall Street Zen upgraded RLJ Lodging Trust from a “sell” rating to a “hold” rating in a research report on Sunday, June 7th. Raymond James Financial lowered RLJ Lodging Trust from a “strong-buy” rating to an “outperform” rating and upped their target price for the stock from $9.00 to $11.00 in a research note on Thursday, May 28th. Finally, Bank of America boosted their price objective on shares of RLJ Lodging Trust from $9.25 to $10.50 and gave the stock an “underperform” rating in a report on Monday, July 20th. Two investment analysts have rated the stock with a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $10.83.

RLJ Lodging Trust Trading Down 5.3%

NYSE:RLJ traded down $0.64 during midday trading on Friday, reaching $11.29. 1,306,157 shares of the stock traded hands, compared to its average volume of 2,075,385. The stock has a market capitalization of $1.71 billion, a P/E ratio of -1,129.50 and a beta of 1.09. RLJ Lodging Trust has a 12 month low of $6.54 and a 12 month high of $12.89. The company has a debt-to-equity ratio of 1.22, a quick ratio of 2.89 and a current ratio of 2.89. The company has a fifty day moving average of $11.49 and a 200 day moving average of $9.30.

RLJ Lodging Trust (NYSE:RLJ) last posted its earnings results on Monday, May 4th. The real estate investment trust reported ($0.05) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.07) by $0.02. The company had revenue of $339.98 million for the quarter, compared to analysts’ expectations of $323.51 million. RLJ Lodging Trust had a return on equity of 1.37% and a net margin of 1.84%.RLJ Lodging Trust’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period last year, the firm earned $0.31 earnings per share. On average, research analysts predict that RLJ Lodging Trust will post 1.26 EPS for the current year.

RLJ Lodging Trust Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were issued a $0.15 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $0.60 annualized dividend and a yield of 5.3%. RLJ Lodging Trust’s dividend payout ratio is -6,000.00%.

Key Stories Impacting RLJ Lodging Trust

Here are the key news stories impacting RLJ Lodging Trust this week:

• Positive Sentiment: Q2 results exceeded expectations. RLJ reported second-quarter revenue of approximately $383.0 million, up 5.5% year over year and above the $370.5 million consensus estimate. Adjusted funds from operations (FFO) reached $0.52 per share, compared with the $0.49 consensus and $0.48 a year earlier. RLJ Lodging Tops Q2 FFO and Revenue Estimates
• Positive Sentiment: Hotel operating metrics improved. Comparable RevPAR increased 6.8% to $167.15, comparable hotel revenue rose 6.8% to $382.0 million, and comparable hotel EBITDA climbed 7.1% to $119.5 million. Net income increased 9.4% to $31.3 million, supporting the view that demand and pricing trends remain favorable. RLJ Lodging Trust Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year guidance was raised. RLJ now expects 2026 adjusted FFO per diluted share of $1.37 to $1.50, above the prior analyst consensus of $1.26, and projects comparable RevPAR growth of 3.5% to 4.5%. The board also declared a quarterly common dividend of $0.15 per share. RLJ Lodging Trust Q2 Revenue Rises as Outlook Increases
• Negative Sentiment: Analyst sentiment weakened. Zacks Research downgraded RLJ from “strong buy” to “hold,” which may have pressured the stock and tempered the market’s response to the earnings beat. Zacks Research
• Neutral Sentiment: RLJ sold one California hotel for $13.2 million during the quarter and owned 91 hotels as of June 30. The transaction modestly improves liquidity but does not materially change the company’s broader earnings outlook.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. EverSource Wealth Advisors LLC grew its stake in RLJ Lodging Trust by 2,721.1% in the second quarter. EverSource Wealth Advisors LLC now owns 3,470 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 3,347 shares during the period. PNC Financial Services Group Inc. lifted its position in RLJ Lodging Trust by 166.8% during the 4th quarter. PNC Financial Services Group Inc. now owns 4,618 shares of the real estate investment trust’s stock valued at $34,000 after acquiring an additional 2,887 shares during the period. Danske Bank A S bought a new stake in RLJ Lodging Trust during the third quarter worth about $50,000. Los Angeles Capital Management LLC purchased a new position in shares of RLJ Lodging Trust during the fourth quarter valued at approximately $51,000. Finally, Focus Partners Wealth bought a new stake in shares of RLJ Lodging Trust in the 3rd quarter worth approximately $73,000. Hedge funds and other institutional investors own 92.35% of the company’s stock.

RLJ Lodging Trust Company Profile

RLJ Lodging Trust is a self-managed, publicly traded real estate investment trust (REIT) that acquires, owns and operates premium-branded, focused-service and compact full-service hotels. The company’s portfolio is concentrated in major U.S. markets, targeting properties that benefit from strong corporate and leisure demand, limited new supply and established brand affiliations.

The trust’s hotels are affiliated with leading global lodging brands across the spectrum of service levels, including lifestyle and upscale segments.